As an administrator, you can manage the departments in the portal. You can also add the HRs responsible for the department, describe what the particular team works on, and assign an approver from the particular team. Keep in mind that assigning an approver is important for the process.
To create new department follow the steps below.
Step 1: Log in to the platform and visit the Admin Dashboard.
Step 2: On the left panel of the window, within the configuration select Department.
Step 3: In the next window, fill in the required details:
- Department Name: Enter the name of the new department you want to create.
- Description: Provide a brief description of the department’s function or purpose within the organization.
- Approver: Select the person who will approve department-related actions or requests.
- HRs: Designate the HR representatives responsible for the department’s HR-related matters.
- HOD (Head of Department): Specify the department’s head, who will oversee operations and report on departmental matters.
- Broadcast Email: Add an email address for broadcasting departmental communications to all members.
- CC Email: Enter additional email addresses for copying relevant parties on department communications.
Step 4: After filling in all the required details, click the Save button.
To delete a department, follow the steps below.
Step 1: Visit Admin Dashboard.
Step 2: Select the Department from the left panel.
Step 3: Now, locate the list of existing departments on the right panel.
Step 4: Find the department you want to delete and click the bin icon beside its name.
Step 5: A prompt will appear asking for confirmation. Click Yes to proceed.
